Internal Workflows Audit and Discovery Template
Download your free Internal Workflows Audit and Discovery template to personalize and use in your bookkeeping or accounting firm.
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About this template
Your firm has countless processes, and it’s not realistic to standardize and document them all at once. Be smart and keep it realistic by identifying one process to focus on first.
This template is designed to help you find that one process to focus on.
Spend around 30 minutes answering each question at a high level. No prework is necessary—this should prompt what is most top of mind.
After this exercise, you should be able to narrow your focus on one single process to standardize and document.
This template is part of the Process Playbook: Your blueprint for standardizing, optimizing and documenting your accounting firm’s critical processes.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
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How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.
Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.
Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.
